Ferguson Financial Planning

Overview

Ferguson Financial Planning is a small, independent registered investment adviser operated as a sole proprietorship that provides financial planning and discretionary portfolio management to individuals, families and small businesses. The firm charges a mix of percentage-of-AUM fees and hourly planning fees, and it manages accounts on a discretionary basis across a single-office practice. Investment activity is equity-centric, with the adviser preferring exchange‑traded equities for the bulk of client portfolios while also incorporating real estate allocations and annuity products where appropriate for client goals such as income generation, liability matching and retirement planning. The firm is not positioned as a capital allocator or an ESG-focused manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices